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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
1001
Compass Financial Services
Iowa
$13.4K +$15.5K +148 New
HCA
1002
Harbor Capital Advisors
Illinois
$13K -$27.1K -259 -65%
SO
1003
Sierra Ocean
California
$13K +$14.9K +143 New
WAS
1004
Winch Advisory Services
Wisconsin
$13K +$14.9K +143 New
T
1005
Transce3nd
Texas
$12.9K +$14.8K +142 New
GEA
1006
Glen Eagle Advisors
New Jersey
$12.8K -$10.5K -100 -41%
AGWCA
1007
Annis Gardner Whiting Capital Advisors
Florida
$12.7K -$8.57K -82 -37%
M
1008
MOTCO
Texas
$12.7K – – –
GK
1009
Graney & King
New York
$12.7K +$14.6K +140 New
KWAG
1010
Kiely Wealth Advisory Group
North Carolina
$12.6K – – –
WBC
1011
West Branch Capital
Massachusetts
$12.3K -$418 -4 -3%
WA
1012
Whipplewood Advisors
Colorado
$12.2K +$14K +134 New
RFG
1013
REAP Financial Group
Texas
$12.1K -$2.09K -20 -13%
CWM
1014
Centricity Wealth Management
Ohio
$11.9K +$13.7K +131 New
FS
1015
Financially Speaking
Colorado
$11.4K +$13.2K +126 New
EWM
1016
Evermay Wealth Management
Virginia
$11.3K – – –
PWM
1017
Parkworth Wealth Management
California
$11.3K +$13.1K +125 New
TCG
1018
Transcendent Capital Group
Oklahoma
$11K -$683K -6,531 -98%
Q1WB
1019
Quest 10 Wealth Builders
Virginia
$10.8K +$12.4K +119 New
GWMI
1020
Guardian Wealth Management (Illinois)
Illinois
$10.7K – – –
PWMG
1021
Private Wealth Management Group
New Jersey
$10.6K -$1.78K -17 -13%
CT
1022
Caldwell Trust
Florida
$9.98K -$10.9K -104 -49%
RTL
1023
Red Tortoise LLC
Georgia
$9.8K +$5.96K +57 +112%
ADL
1024
Asset Dedication LLC
California
$9.53K – – –
SSB
1025
Sandy Spring Bank
Maryland
$9.12K – – –
39 40
41
42 43